Private Tax and Advisory Professional
We are seeking a skilled Analyst to join our Private Tax & Advisory team, providing exceptional client service and technical support.
About the Role
1. Salary: Competitive salary package.
2. Job Description:
As an Analyst in our Private Tax & Advisory team, you will support a group of talented Managers, Directors, and Partners who work with high net wealth individuals and family groups. Your typical day will involve delivering various services, including:
* Preparation and review of financial statements and tax returns for trusts, individuals, companies, and partnerships.
* Preparation and review of ATO correspondence, including Top 500 & Next 5000 ATO Private Group Reviews and general tax correspondence.
* Identifying and advising clients on complex or tailored tax and accounting solutions for high net wealth families and their family offices.
* Assisting on advisory engagements, including estate planning and succession planning.
* Acting as an intermediary between directors, managers, and your team.
* Providing exceptional client service.
* Technical support and training of junior staff.
You will be responsible for a portfolio of clients, working closely with your team to deliver these services.
Required Skills and Qualifications
* Education: Currently completing CA qualifications.
* Experience: Prior experience at a Big 4 or mid-tier professional or accounting services firm.
* Skills: Solid foundation of technical skills in taxation and accounting.
* Collaboration: Strong collaborative skills, dedicated work ethic, and excellent communication skills.
* Client Focus: Passion for working with private clients and families.
Benefits
* Flexibility: Flexible working options, allowing you to design your work week around your client, team, and personal commitments.
* Culture: Culture of continuous improvement and support, coupled with a strong heritage of expertise.
* Well-being: Range of perks and benefits, including retail discounts, well-being leave, paid volunteering days, and market-leading parental leave and return to work support package.
What We Offer
We value diversity, equity, and inclusion, creating a safe space where everyone can belong. Our focus is on impactful work, learning, innovating, and setting the standard. Coaching is at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world.